Institutional Ownership Equus Total Return, Inc. (EQS)
This table provides information about the institutional ownership of Equus Total Return, Inc. (EQS). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 142,453 shares, which have been reported (via 13F filing form) to have a value of $354,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
60,000
shares
|
$149,400
0.01% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
35,666
shares
|
$88,808
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,999
shares
|
$57,267
0.0% of portfolio
|
Q3 2022
Added 58.62%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
9,102
shares
|
$22,663
0.0% of portfolio
|
Q3 2023
Reduced 6.05%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,788
shares
|
$16,902
0.0% of portfolio
|
Q2 2025
Reduced 40.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,997
shares
|
$9,952
0.0% of portfolio
|
Q2 2025
Added 704.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,800
shares
|
$6,972
0.0% of portfolio
|
Q1 2025
Added 139900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,000
shares
|
$2,490
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
100
shares
|
$249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|